Heritage Family Offices’s McDonald's MCD Stock Holding History

Heritage Family Offices’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$200K	Buy	+741	New	+$212K	0.08%	225

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Family Offices's MCD Position: Q2 2026 in Review

Heritage Family Offices opened a new position in McDonald's (MCD) in Q2 2026: 741 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #225 among its holdings.

3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Heritage Family Offices held 741 shares of McDonald's worth $200K as of Q2 2026.
McDonald's was a new Heritage Family Offices position in Q2 2026.
McDonald's made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #225 holding.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.